---
title: "GUIDEcx Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about GUIDEcx Software - reviews, pricing plans, popular comparisons to other Project Management products and more."
source_url: "https://www.capterra.com/p/175189/GuideCX/"
page_type: "product"
language: "en"
publication_date: "2026-10-19"
---

# 

 GUIDEcx Software Review 2026: Features, Integrations, Pros & Cons

Last updated on October 19, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

GUIDEcx

## What is GUIDEcx?

GUIDEcx is a project management and customer onboarding platform designed to increase team capacity, boost engagement, and shorten time to value. Task automation, role-based project views, access to the portal, email, or mobile app updates, and intelligently forecasted end dates make it easier to stay aligned across teams, address bottlenecks, and keep projects in motion.

## What is GUIDEcx used for?

[Project Management](https://www.capterra.com/project-management-software/)[Client Onboarding](https://www.capterra.com/client-onboarding-software/)[Onboarding](https://www.capterra.com/onboarding-software/)

Recognitions

Shortlist

Top alternative

Featured

Overall rating

Based on 64 user reviews

Reviews sentiment

Positive

95%

Neutral

3%

Negative

2%

Contact vendor  
for pricing

Free trial  
not available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

-   Customer Success / 2025

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for GUIDEcx?[Manage this product listing](https://www.g2.com/products/guidecx/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### GUIDEcx

4.7 (64)

VS.

[4.6 (6,134)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting Price

Contact vendor

Starting Price

$9

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.6 (64)

Ease Of Use

4.5 (12,379)

Value For Money

4.7 (50)

Value For Money

4.3 (8,935)

Customer Service

4.9 (59)

Customer Service

4.4 (8,032)

## GUIDEcx alternatives

[4.4 (3,046)](https://www.capterra.com/p/76113/Wrike/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

[4.5 (3,579)](https://www.capterra.com/p/79104/Smartsheet/reviews/)

Starting price

$9.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.5 (878)](https://www.capterra.com/p/169455/Zoho-Projects/reviews/)

Starting price

$4.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (128)](https://www.capterra.com/p/232772/Rocketlane/reviews/)

Starting price

$49.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

99%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/175189/GuideCX/alternatives/)

## FAQs about GUIDEcx

Overview

### What problems does GUIDEcx solve?

GUIDEcx solves scattered onboarding tasks, unclear ownership, and customer uncertainty by organizing milestones, dependencies, assignments, reminders, and project communications in one place. Customer onboarding, implementation, and project management teams benefit from reusable templates, visibility into delays and bottlenecks, and client-facing progress updates that keep internal teams and customers aligned.

Answer based on 50 reviews

Overview

### Which roles and teams benefit most from GUIDEcx?

GUIDEcx is most used by implementation, onboarding, and project management teams coordinating customer launches, tasks, and timelines across internal and client stakeholders. Professional services and client services leaders use it to oversee delivery progress and capacity, while operations and customer experience executives monitor onboarding performance, milestones, and program consistency.

Answer based on 64 reviews

Overview

### What company size and industries is GUIDEcx built for?

GUIDEcx is for companies improving customer onboarding, with small businesses representing 66% of reviewers and Computer Software leading at 31%. It also serves midsize businesses (23%) and enterprises (11%), with adoption across Information Technology and Services (16%) and Automotive (13%) for onboarding efficiency, faster initial value, and customer engagement.

Answer based on 64 reviews

Features and Usability

### What are the key features of GUIDEcx?

GUIDEcx includes task management and project planning/scheduling to organize onboarding work, sequence tasks, and keep projects on track. It supports multiple projects through customizable templates and detailed project views. Its client portal centralizes client and internal communication, participant visibility, and project updates, while reporting identifies on-time or at-risk work.

Answer based on 18 reviews

Overview

### Does GUIDEcx meet customer onboarding expectations?

GUIDEcx meets common onboarding expectations by giving teams visibility, templates, shared tasks, and responsive support. Customer-facing portals help implementation teams set clear responsibilities and status expectations. Some organizations encounter limits around task rearrangement, scheduling flexibility, mobile administration, or occasional performance lag, particularly when workflows require deeper customization.

Answer based on 18 reviews

Integrations

### Which third-party tools and platforms does GUIDEcx integrate with?

GUIDEcx integrates with 6 third-party tools: Gainsight CS, HubSpot CRM, Jira, Salesforce Nonprofit Cloud, Slack, and Zapier. These connections support customer success, CRM, project tracking, team communication, and workflow automation across the systems used during customer onboarding and implementation.

Answer based on 15 reviews

Getting Started and Support

### What training and onboarding options does GUIDEcx offer?

GUIDEcx provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided learning, while documentation and videos offer self-paced reference materials for setup steps, feature overviews, and ongoing training.

Answer based on 1 reviews

Getting Started and Support

### What customer support options does GUIDEcx offer, and how do users rate the experience?

GUIDEcx offers email/help desk, FAQ/forum, a knowledge base, phone support, 24/7 live representative assistance, and chat. Users commonly describe support as fast, helpful, responsive, and attentive, with follow-up after issue resolution. Some users report poor training or occasional difficulty learning features, though feedback and enhancement requests are generally acknowledged quickly.

Answer based on 42 reviews

Features and Usability

### Is GUIDEcx easy to use for customer onboarding?

GUIDEcx makes customer onboarding easy to manage with clear task views, templates, reminders, attachments, and shared client access. Small business teams and implementation managers often find the interface intuitive for daily work. Some users need extra training for advanced setup, especially Recipe Builder workflows, email configuration, and mobile administration.

Answer based on 17 reviews

## Features

AI summary

Based on 29,194 Project Management reviews

According to Capterra reviewers, these are the Project Management features buyers prioritize most when evaluating a solution:

-   **Deadline Management** (**59%** of reviewers rated this feature as critical)
-   **Project Time Tracking** (**62%**)
-   **Project Time Tracking** (**62%**)

GUIDEcx includes other Project Management capabilities that reviewers also consider important, such as **Time Tracking** (**57%**). By providing visibility into how time is spent across tasks and projects, this feature helps businesses monitor workloads, improve resource planning, and keep delivery efforts on schedule.

Task Management

4.6 (31)

93.55% of 31 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Project Planning/Scheduling

4.6 (24)

100.00% of 24 reviewers that rated this feature as important or highly important

Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints

Multiple Projects

4.8 (20)

110.00% of 20 reviewers that rated this feature as important or highly important

Ability to handle several projects simultaneously

Task Progress Tracking

4.6 (19)

105.26% of 19 reviewers that rated this feature as important or highly important

Track the status and progress of tasks

Client Portal

4.2 (17)

94.12% of 17 reviewers that rated this feature as important or highly important

Private online space that lets businesses securely share documents and provide information access to clients

Task Scheduling

4.6 (16)

93.75% of 16 reviewers that rated this feature as important or highly important

Track and manage the scheduling of tasks

GUIDEcx 93 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

Track and manage schedules and meetings via an integrated calendar

Communicate using direct chat or messages within the system

An itemized to do list that can be edited as tasks are completed

Identify customers at risk of migration and activate strategies to retain them

Electronic storage of stakeholder contact information

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Track all company interactions with current clients

Provides a channel for team members to share AI models, media files, communicate, and work together

Leave comments and notes on documents for others to view

Manage and track all internal and external communication conducted via calls, email, text, or chat

Configure existing workflows to meet your organization's needs

A collection of customer information such as contact details, demographics, previous interactions, etc.

Initiate interactions with customers by proactively starting conversations or providing informational content

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

A website or login for customers to access information

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Import and export data to and from software applications

Store, manage, and track all electronic documents in a centralized location

Assemble applications and processes by dragging over and arranging pre-built components

Digital forms that are shared and accessed online

Manage, store and organize emails within the system or via third-party apps

Process of familiarizing new employees with the company, their position, and responsibilities

Tracks metrics that provide insight into how a user interacts with any interface or product

Predefined actions automatically performed on the occurance of specific events

Public or private sharing of digital files such as documents, audio/video, images, and more

Form predictions based on past and present data/trends

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Calculate a company, client account or person's health via a scoring system

Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects

Identify and respond to unexpected problems or failures (ie. "negative events")

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Monitor task progress and planned accomplishments to better manage project status

Access software remotely via mobile devices

Access the system via a mobile application

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Ability to handle several projects simultaneously

Calculate NPS of customers

Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Create orientation programs for new employees or students

Level of completion within a task

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Predict future data based on historical data sets

Arrange tasks based on the level of priority or urgency

Reporting on how each user, task or process has advanced since its initiation

Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints

Estimate or forecast of a future scenario based on the study of present trends

Analyze and gain insights into data in real-time

Receive data and information in real time

Notifications that are delivered to users as soon as an event occurs

Active reporting of data and metrics

Receive system updates as soon as any changes are made

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Track task progress, milestones, delays, or other key information and generate reports on them for evaluation

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Online portal through which end users can access the system, manage tasks, or obtain information

Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge

Categorize emotions expressed and identify if they are positive, negative or neutral

Allow users to access multiple services after entering their login credentials once

Track the status over time for a request, process, asset, or transaction

Gauge satisfaction and receive information for improvement and success

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, manage and track all task activities and progression

Track the status and progress of tasks

Track and manage the scheduling of tasks

Sample files or documents that could be customized as needed or used as is

Set up connections to third-party platforms to improve business processes

Log and record hours worked and costs spent to assist in billing and invoicing

Measure and track time including hours worked and paid time off (PTO)

Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch

Track employee/learner's progression through training programs

Review data from past periods to reveal recurring tendencies and predict future performance

Track and interpret metrics on the usage of company resources

Guide new users to understand and become proficient in using a product or service

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.5 (64)

4.5

Based on 64 reviews

## Pricing

Value for money

4.7 (50)

Starter

Contact us for pricing

It includes:

-   Customer Onboarding Portal
-   Whitelabel Branding of Logo & Email
-   Login-less Access via Secure Links
-   Report Navigator
-   Task & Email Automation
-   Mobile Responsive Design
-   Global Inbox for Threaded Messages
-   Intelligent End Date Forecasting
-   Access to Knowledge Base
-   Partner Management
-   Multiple Project Views (Gantt, List, Board)

Premium

Contact us for pricing

It includes:

-   RAG Agentic Coach (Risk Mitigation AI)
-   Built-in iPaaS Solution \*includes Workato subscription + 250k automation tasks
-   Single Sign-on
-   Custom Email Templates
-   SMS Text Message Notifications
-   Customer Satisfaction Surveys
-   Named Customer Success Manager

Advanced

Contact us for pricing

It includes:

-   GUIDEcx Report Builder
-   Embedded Onboarding Portal
-   Program Management
-   Sandbox
-   Includes additional 250k automation tasks
-   PSA
-   AI Dispatching
-   Resource Management
-   Planning & Optimization
-   Utilization Tracking
-   Flexible Billing Options
-   Margins & Profitability
-   Advanced Time Tracking

Value for money

4.7 (50)

4.7

Based on 50 reviews

## Integrations

[

Slack](https://www.capterra.com/p/135003/Slack/)[

Jira](https://www.capterra.com/p/19319/JIRA/)[

HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Gainsight CS](https://www.capterra.com/p/148980/Gainsight/)[

Salesforce Nonprofit Cloud](https://www.capterra.com/p/265078/Salesforceorg-Nonprofit-Cloud/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.9 (59)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (59)

4.9

Based on 59 reviews

## User reviews

Overall rating

4.7

Based on 64 reviews

Filter by rating

Counts reflect reviews available in this feed.

5(48)

4(13)

3(2)

2(0)

1(1)

Mentioned topic

Recent reviews first, then most helpful

Cameron M.

Business Development Director

Used the software for: Less than 1 year

### "Only one word needed, AMAZING!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 19, 2018

The benefits I received from this product include: Structured onboarding process, stress free day, engagement from our clients, and the ability to become more efficient throughout the day!

Pros

Using Beyond for our company has made our day to day operations a million times easier. Our company onboards Dealerships and salespeople. Before using Beyond, we had an excel spreadsheet that we updated daily. This was not an effective method for our company. We wanted to find something new and innovative. A platform that was easy for not only our company to use, but also easy for our clients to use. There are a lot of companies out there that offer great platforms, however Beyond was the right fit for our company. It is new, fresh, and customizable to each user. I have shared a little about how great the system is but that is not the best part about it. The customer service you get from the Beyond team is hands down amazing! Anytime I have a question I just type it in the chat icon, on the bottom left corner, and I get a response very quickly. The attention to detail the Beyond team has is outstanding. There were a few tasks I had in one of my projects that didn't have attachments on them and Customer agent noticed this. Customer agent recognized that the milestones in all our projects were the same with some exceptions, and he brought this to my attention. The attachment that was missing was a crucial attachment our clients need when launching our platform. That is great customer service. I can go on and on about how great this company is. On behalf of our company, Build-A-Brand, I would like to thank Beyond for providing us with the tools we need to have an effective onboarding process.

Cons

There are no cons at all. This is a great product. I encourage everyone to check this out and use Beyond. It will change your life!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Sam W.

Client Success Manager

Used the software for: Less than 1 year

### "Easy Easy Easy"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 19, 2023

We've been able to solve our customers feeling like their onboarding is a black box. They're have access to see the project and share it with their leadership at any time. That goes both ways too, we're able to point to the client when they aren't fulfilling their end of the work.

Pros

Ever since we investigated, purchased and initiated GCX at our company we found the process to be quite easy! The interface is quite intuitive, the software is solid and rarely has bugs. The training and resources are plentiful.

Cons

There are some small features that don't make sense, like downloading multiple files from a task, you don't have the option to download in bulk or as a zip file. But I'm sure that is coming - they've thought of almost everything.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Pete Z.

CEO

Used the software for: Less than 1 year

### "Check the Details Before Falling for the Sales Pitch"

1.0

Overall Rating

1.0

1.0

Ease of Use

2.0

2.0

Features

2.0

2.0

Customer Service

3.0

3.0

Likelihood to Recommend

0/10

June 24, 2022

There’s a bit of irony when you fail to onboard with onboarding software. After more than 4 months, we decided to cancel their service and have moved to another onboarding platform. It’s possible that my personal expectations were simply too high, so I will share specific details with you so that you can judge for yourselves. The latency we experienced was very noticeable. Clicking between cards was not seamless, and we found that it took almost 7 seconds to load content onto the primary page. Checklists on tasks look great until you want to rearrange sections. You can’t. Task groups were promised to us as a feature that would replace the need for subtasks. They couldn’t be rearranged. They couldn’t move up, down, left, or right as you might expect if you have used any other Kanban style tool. If your team tends to share their own screens with onboarding customers over Zoom, be prepared to show your customers your merge field logic. Personally, I wasn’t going to show my customers “Hi {First Name}.” The list continues.

Pros

Their sales team was incredible. They know what they're doing, and they're excellent at bringing in senior executives to help close the deal.

Cons

The software was very buggy and did not have basic functionality that we have grown accustomed to in many other systems.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Emma S.

Senior Manager of Implementation and Program Operations

Used the software for: 1-3 years

### "Scalable and customizable"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 10, 2023

In addition to the product, the onboarding and support teams at GuideCX have been great

Pros

GuideCX has been a great asset to our customer onboarding, allowing us to streamline our processes and creating more capacity for our team as we scale. We find the tool to be user-friendly both internally and with our clients, and we also really value the flexibility of our customers interacting solely via email while keeping central information housed within the platform. As an admin, the reporting and insights the tool provides are valuable to ensure we understand what is delayed or at risk and highlight opportunities to optimize our processes.As we have continued to evolve our processes for different onboarding experiences (product types, client types, launch tasks), being able to recreate and adapt templates easily within the tool has made this process seamless and keeps our team organized and on track with very little overhead needed. The GuideCX team is also awesome; their attentiveness, responsiveness, and enthusiasm made ramping up into the tool and beyond a great experience.

Cons

The one area we'd love to see improvement in is a better system for managing tasks beyond a launch/go-live. The tool is built to manage the onboarding process, but we have some post-onboarding follow ups that would be great to be able to manage within the tool as well - but the GuideCX product team is exploring solutions here.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JA

Jared A.

Implementation Manager

Used the software for: 3-5 years

### "Game Changer"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 28, 2023

The product is robust and continues to improve, the staff are helpful and responsive

Pros

API, reporting/tracking progress, integrations with other systems.

Cons

Future planning from a resource standpoint is not quite there, but the staff are very open to new ideas and improving the product.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SS

Sage S.

Director of Implementation

Used the software for: 1-3 years

### "GuideCX Changed Our Company for the Better!"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 25, 2023

GCX is a fantastic company. From the product to the people - I gladly sing their praises daily. Our company has been able to create more efficient implementations, with the ability to communicate both internally and externally in ways we were unable to accomplish before.

Pros

While it does take time to set up the product for use within one's organization, the time and effort the GCX staff lent to our onboarding process was invaluable. We had a partner dedicated to our success and adoption of their product. Ongoing support, collaboration, and innovated product releases keep us happy!Before adopting this software we did not have a system in place that was going to help us scale. With GCX we have the ability to see exactly where we are on a project, as well as communicate with our customers about missing items essential to their onboarding with our own product. Features such as Project Notes keep us all updated daily.

Cons

I would love to see an exportable Gantt chart, additional work on the emails to make them more understandable and useful, and either a more intuitive (read: easier!) way to set up recipes in the Recipe Builder. Our team has been unable to use the Recipe Builder in all the ways we originally had hoped as we just can't figure out how it works.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

BK

Brittney K.

Senior Project Manager

Used the software for: 1-3 years

### "GuideCX review :) "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 25, 2023

GuideCX is awesome and benefitted our department in many ways. The highlight is that they have the best support team. Their responsiveness is timely and they always follow up once an issue arises and is solved.

Pros

Guide CX allows for transparency and realistic expectations for Project completion. Users who fully adapt this system in the way Orion has utilized it find great success in their Onboarding to Orion's Platform. The reason behind this is that it allows them to complete the items with little wait time or assistance after they learn the function behind the software.

Cons

There are some quirks to Guidecx, and some items that have not been developed yet. The software can lag sometimes, especially if there is a new release. The other item that they are working on developing is a customer view, this would allow me to have the ability to demo, via a client view, to the client.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Robert C.

Implementation Specialist

Used the software for: 3-5 years

### "GuideCx has an Excellent Client Portal and an easy way to Track Time as well as Manage Projects "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 25, 2023

Our overall experience with GuideCx has been excellent. We needed a project management system. The program has delivered.

Pros

What I like most about GuideCx are the milestones and tasks within each project. We have over a dozen types of implementation plans, so viewing the necessary tasks within each project helps with communication to the client and for ourselves, just getting done what needs to be done.

Cons

I do not have any cons or what I like least about GuideCx. I do however need to take advantage of their e-learning university so as to take advantage of more of their features.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Justin P.

Manager - Implementation, Training, and Support

Used the software for: 3-5 years

### "A Modern, Intuitive Solution for Managing Onboardings"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 20, 2023

GUIDEcx is a critical part of my job and I use it literally every hour of every day. There's no way I'd be able to manage all of our implementations/onboarding without this tool. Great Customer Service, too.

Pros

I like how GUIDEcx doesn't need much time to implement and learn. I like how it aligns with our product to provide a seamless experience for our Customers. I like how they are constantly innovating and providing new features.

Cons

Email WYSIWYG seems behind the times--so I do have to format my emails creatively. There are some hiccups with moving cards between milestones (which can usually be resolved with a refresh of the page).

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SD

Stacia D.

Implementation Specialist

Used the software for: Less than 1 year

### "Love This Project Management Software!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 20, 2023

Overall I love the functionality that GCX offers, different views, checklists, notes, etc. I don't know how I would do my job without it!

Pros

GCX allows me to interact with internal and external teams with full visibility and transparency to communication, outstanding items, and project progress. It adds accountability to each member of the internal and external teams via task assignments, as well.

Cons

I do wish there was more control over notification emails. Sometimes they can feel duplicative (e.g. you respond to the note and the client gets the note, and also gets the notification that a note was added).

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/175189/GuideCX/reviews/)

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